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American Airlines Group

569 hedge funds and large institutions have $21.6B invested in American Airlines Group in 2014 Q2 according to their latest regulatory filings, with 145 funds opening new positions, 248 increasing their positions, 136 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more first-time investments, than exits

New positions opened: 145 | Existing positions closed: 57

90% more call options, than puts

Call options by funds: $805M | Put options by funds: $424M

82% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 136

40% more capital invested

Capital invested by funds: $15.4B → $21.6B (+$6.14B)

18% more funds holding

Funds holding: 484569 (+85)

8% more funds holding in top 10

Funds holding in top 10: 6166 (+5)

Holders
569
Holders Change
+85
Holders Change %
+17.56%
% of All Funds
16.36%
Holding in Top 10
66
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.2%
% of All Funds
1.9%
New
145
Increased
248
Reduced
136
Closed
57
Calls
$805M
Puts
$424M
Net Calls
+$381M
Net Calls Change
+$79.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SEC
501
Seven Eight Capital
New York
$138K -$308K -7,889 -71%
EAMA
502
EFG Asset Management (Americas)
Florida
$138K +$52.1K +1,336 +71%
CIM
503
CenturyLink Investment Management
Colorado
$133K
OIA
504
Optimum Investment Advisors
Illinois
$125K +$8.7K +223 +8%
Point72 Asset Management
505
Point72 Asset Management
Connecticut
$125K +$113K +2,900 New
LIA
506
LS Investment Advisors
Michigan
$125K +$113K +2,907 New
WIL
507
Winifred I. Li
$120K
BAM
508
Brave Asset Management
New Jersey
$107K +$19.5K +500 +25%
JFA
509
JNBA Financial Advisors
Minnesota
$107K +$97.4K +2,496 New
Nordea Investment Management
510
Nordea Investment Management
Sweden
$106K +$96.3K +2,468 New
Robeco Institutional Asset Management
511
Robeco Institutional Asset Management
Netherlands
$104K +$94.1K +2,412 New
CAL
512
Capital Analysts LLC
Pennsylvania
$95.8K +$87K +2,230 New
PMFA
513
Plante Moran Financial Advisors
Michigan
$95K +$18.4K +471 +27%
FANJ
514
Financial Architects (New Jersey)
New Jersey
$84K +$76.6K +1,965 New
CFN
515
Cordasco Financial Network
Florida
$83K
NFG
516
Next Financial Group
Texas
$79K +$82.7K +2,119 New
TCM
517
Tradewinds Capital Management
Washington
$75K +$7.25K +186 +12%
BBPWM
518
Blue Bell Private Wealth Management
Pennsylvania
$73K +$66.3K +1,700 New
PSC
519
Piper Sandler & Co
Minnesota
$73K +$66.3K +1,700 New
SMG
520
Spectrum Management Group
Indiana
$73K +$66.3K +1,700 New
IRS
521
Invictus RG (Singapore)
Singapore
$60K +$54.1K +1,387 New
PSI
522
Pinnacle Summer Investments
Virginia
$59K +$3.9K +100 +8%
Financial Engines Advisors
523
Financial Engines Advisors
California
$57K +$51.8K +1,327 New
PC
524
Pier Capital
Connecticut
$57K +$52.1K +1,335 New
TF
525
Tompkins Financial
New York
$49K +$44.8K +1,148 New

AAL Hedge Fund Activity: Q2 2014 in Review

569 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in American Airlines Group (AAL) for Q2 2014, worth a combined $21.6B — up 40% from $15.4B a quarter earlier.

Buyers outnumbered sellers: 145 funds opened new AAL positions and 57 closed out — a net gain of 88 holders — while 248 added to existing stakes and 136 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $853M. The largest seller was Paulson & Co, exiting entirely with an estimated $445M sold.

  • 569 institutional investors held American Airlines Group (AAL) as of Q2 2014, up from 484 in Q1 2014.
  • Funds reported $21.6B of American Airlines Group stock for Q2 2014, up 40% quarter-over-quarter.
  • 145 funds opened new American Airlines Group positions in Q2 2014 and 57 closed out, a net change of +88 holders.
  • The largest American Airlines Group buyer in Q2 2014 was T. Rowe Price Associates, an estimated $853M added.
  • The largest American Airlines Group seller in Q2 2014 was Paulson & Co, an estimated $445M sold.

Based on aggregated 13F filings for Q2 2014.